WP

WealthShield Partners Portfolio holdings

AUM $827M
1-Year Est. Return 15.07%
This Quarter Est. Return
1 Year Est. Return
+15.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$738M
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.55M
3
+$3.61M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.94M
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.73M

Top Sells

1
+$4.08M
2
+$1.9M
3
+$1.82M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.73M
5
DRI icon
Darden Restaurants
DRI
+$1.63M

Sector Composition

1 Technology 9.02%
2 Financials 4.04%
3 Industrials 3.02%
4 Consumer Discretionary 3.02%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.18K ﹤0.01%
131
+3
477
$2.12K ﹤0.01%
30
478
$1.54K ﹤0.01%
32
479
$1.32K ﹤0.01%
14
480
$1.28K ﹤0.01%
62
481
$1.25K ﹤0.01%
57
482
$878 ﹤0.01%
21
483
$567 ﹤0.01%
6
484
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-95
485
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486
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487
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488
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489
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490
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491
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493
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494
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495
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496
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497
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498
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499
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500
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17 18 19
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